College Planning
Help your clients take the worry out of saving for college with news and analysis on student debt, 529 plans and other tax-efficient savings vehicles as well as the colleges and college majors that deliver the most value.
This is what the fiduciary debate is really about
By Angie HerbersInvesting money is not a financial issue for most people; it's an emotional issue.
April 10, 2015
Young people aren’t good at shaking off work stressIn your office the most anxious employees probably arent the graying bossestheyre likely to be the millennials, new research shows.
April 10, 2015
5 Steps to Help College Graduates With Student DebtProviding solid postgraduate financial planning can help your clients children get off on the right foot while solidifying ties with your clients.
April 02, 2015
What Will Be Your Legacy?A long-ago boss often reminded us that our business obligations extended to five constituencies: our clients, our employees, our community, our business partners (vendors and suppliers) and our industry.
April 01, 2015
The ins and outs of NCAA student athlete insuranceMandatory insurance still leaves gaps for student athletes injured on the field or court.
April 01, 2015
The ins and outs of NCAA student athlete insuranceMandatory insurance still leaves gaps for student athletes injured on the field or court.
April 01, 2015
Preparing Clients for Fed Interest Rate HikeA Fed rate increase will have a broad impact, from bonds and mortgage rates to savings and car loans. Here's what advisors are telling clients.
March 30, 2015
10 best states for college grad jobsCollege degrees are a better investment than ever. But new research shows that investment pays off more in some parts of the U.S. than others.